Brio Financial Planning

Brio Financial Planning (CRD# 159180) is a financial advisory firm headquartered in Quincy, MA. They manage $31,452,941 in 98 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1073 Hancock St. #101, Quincy, MA 02169
http://briofinancialplanning.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $320,948
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Brio Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michelle Morris, financial advisor Quincy MA
Michelle J. Morris
CRD#: 6012194
1073 Hancock St. #101, Quincy, MA 02169

Michelle Morris (CRD# 6012194) is an Investment Advisor Representative working at Brio Financial Planning in Quincy, MA and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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